Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,947 institutions that hold shares in the stock, with a total of 8.75 Billion shares, which have been reported (via 13F filing form) to have a value of $1.99 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
58,415
shares
|
$13.3 Million
3.05% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
58,406
shares
|
$13.3 Million
2.2% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
58,299
shares
|
$13.3 Million
2.88% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Ervin Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
58,141
shares
|
$13.2 Million
10.41% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
58,088
shares
|
$13.2 Million
1.3% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
58,028
shares
|
$13.2 Million
4.85% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
58,021
shares
|
$13.2 Million
1.3% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
58,011
shares
|
$13.2 Million
3.46% of portfolio
|
Q4 2024
New holding
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
57,981
shares
|
$13.2 Million
4.05% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
57,953
shares
|
$13.2 Million
1.19% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
57,951
shares
|
$13.2 Million
5.3% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
57,940
shares
|
$13.2 Million
3.38% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
57,939
shares
|
$13.2 Million
3.72% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
57,910
shares
|
$13.2 Million
3.87% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
57,908
shares
|
$13.2 Million
5.67% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
57,902
shares
|
$13.2 Million
5.71% of portfolio
|
Q4 2024
Added 73.55%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
57,848
shares
|
$13.2 Million
8.05% of portfolio
|
Q3 2023
Reduced 71.8%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
Feb 03, 2025 Q4 2024 |
57,829
shares
|
$13.2 Million
12.94% of portfolio
|
Q4 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
57,825
shares
|
$13.2 Million
3.96% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
57,766
shares
|
$13.1 Million
1.38% of portfolio
|
Q3 2024
Added 14.46%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
57,694
shares
|
$13.1 Million
7.19% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Kemnay Advisory Services Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
57,594
shares
|
$13.1 Million
2.46% of portfolio
|
Q3 2024
Reduced 12.51%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
57,566
shares
|
$13.1 Million
1.12% of portfolio
|
Q3 2023
Reduced 22.68%
|
|
|
Timber Creek Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
57,512
shares
|
$13.1 Million
4.37% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
57,501
shares
|
$13.1 Million
3.15% of portfolio
|
Q3 2024
Reduced 0.86%
|